See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,275 | $118,680-95.6% | $98,907-94.7% | $158,922-96.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 25.47% | 372.35%-346.9pp | 196.43%-171.0pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,019 | $3,333-69.4% | $2,689-62.1% | $4,761-78.6% |
| Participant deferral / active EE | $1,019 | $5,088-80.0% | $4,244-76.0% | $5,982-83.0% |
| Admin fee / account holder | $15 | $10,131-99.8% | $6,642-99.8% | $11,246-99.9% |